RFO
IBDO

RiverGlades Family Offices’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

RiverGlades Family Offices’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-161,288
Closed -$3.9M – 89
2018
Q4 		$3.9M Buy
+161,288
New +$3.89M 3.3% 10

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

RiverGlades Family Offices's IBDO Position: Q1 2019 in Review

RiverGlades Family Offices sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2019, closing a stake of 161,288 shares — an estimated $3.9M sold.

RiverGlades Family Offices first reported a position in IBDO in Q4 2018 and held it in 1 quarter. The position peaked at $3.9M in Q4 2018. 112 funds tracked by Wall St. Rank hold IBDO as of Q1 2019.

  • RiverGlades Family Offices reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • RiverGlades Family Offices sold 161,288 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2019, an estimated $3.9M.
  • RiverGlades Family Offices first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2018 and held it in 1 quarter.
  • RiverGlades Family Offices's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3.9M in Q4 2018.
  • 112 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2019.

Based on RiverGlades Family Offices's 13F filing for Q1 2019, filed 10 May 2019.